Hello

Forum|Forum|3 years ago
January 21, 2023
2 replies
13 views

Hello

Not A Product Question

DoninGA

Level 15

IRS website - https://www.irs.gov/individuals/additional-itin-information

What do I do when I am assigned a social security number (SSN)?

Once you receive a SSN, you must use that number for tax purposes and discontinue using your ITIN. It is improper to use both the ITIN and the SSN assigned to the same person to file tax returns. It is your responsibility to notify the IRS so we can combine all of your tax records under one identification number. If you do not notify the IRS when you are assigned a SSN, you may not receive credit for all wages paid and taxes withheld which could reduce the amount of any refund due. You can visit a local IRS office or write a letter explaining that you have now been assigned a SSN and want your tax records combined. Include your complete name, mailing address, and ITIN along with a copy of your social security card and a copy of the CP 565, Notice of ITIN Assignment, if available. The IRS will void the ITIN and associate all prior tax information filed under the ITIN with the SSN. Send your letter to:

Internal Revenue Service
Austin, TX 73301-0057

HellloAuthor

Level 2

Hello

Opus 17

Level 15

@Helllo wrote:

My nine SSN digits are looking the same as the ITIN just the first digit is different on the SSN but the rest is the same as the ITIN number. Will this be suspicious to the IRS or not? I'm worried If pops up on someonel elses SSN on IRS records. I'm confused about what to do?

No, it's fine. Use the SSN on your tax return. You might be unable to e-file if the IRS doesn't match your record, you can try zero as your AGI if last year's AGI doesn't work. Now that you have the SSN, don't file with the ITIN.

Separately, you need to send a letter to the IRS with the ITIN and the SSN, as described in the above answer. The IRS will associate your SSN and ITIN in their computer system.

stacietaxes21

Level 2

Make note of the IRS message and be aware of these important steps with Social Security:

- locate your nearest Social Security office by visiting ssa.gov or call 800-772-1213 (long wait times)

- visit your local SSA office with your W-2, ITIN info, proof of lawful presence (I-551, I766B or U.S. passport)

- let the SSA rep know that you want to move the wages from your ITIN to your SSN (no SSN's aren't dated on the card, but the SSA office will know the date you last requested one from your numi record)

- the representative will copy your docs, probably have you sign a form and complete a '2.8' for earnings modernization.

- a notice will be generated and mailed to you from SSA regarding the update in your earnings.

The steps above are important because:

- it gives you credit on you SSN that you have worked, which helps you build your QC's (quarters of coverage) for retirement (minimum age 62!), or even can make you insured for disability in the event you cannot work for at least 12 months.

- it also builds your credits (QC's) for auxiliaries (spouse, children) to get benefits from your record as long as you have enough in your family maximum.

I hope this helps you and I wish you (and your family) much success.

God Bless!